-53.4%
IT vs VRSN
+54.2%
-107.6%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.0% | +1.2% | +1.7% |
| 7D | -6.8% | -1.2% | -5.6% | -6.2% |
| 30D | -0.6% | +3.8% | -4.3% | -2.6% |
| 3M | +3.1% | +9.5% | -6.5% | -1.9% |
| 6M | +25.5% | +10.3% | +15.2% | +18.7% |
| YTD | -23.5% | +30.5% | -54.0% | -33.2% |
| 1Y | -16.6% | +27.9% | -44.5% | -26.6% |
| All | -53.4% | +54.2% | -107.6% | -62.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VRSN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling